See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,776 | $106,890-95.5% | $84,015-94.3% | $152,861-96.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 13.11% | 104.99%-91.9pp | 71.31%-58.2pp | 345.32%-332.2pp |
| Employer contribution / active EE | $2,966 | $2,734+8.5% | $1,983+49.5% | $4,762-37.7% |
| Participant deferral / active EE | $6,822 | $4,011+70.1% | $3,239+110.7% | $5,850+16.6% |
| Admin fee / account holder | $8,351 | $8,285+0.8% | $6,101+36.9% | $11,596-28.0% |